Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.68%
3 year
12.48%
5 year
10.32%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
73 months through March 31, 2026Volatility (ann.)
16.44%
Sharpe
0.90
Sortino
1.54
Max drawdown
-22.99%
Best month
13.15%
Worst month
-13.08%
Beta vs VTIAX
1.14
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.